Advisor at Meaningful Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Ambler, PA 19002
Credentials
CFP®, CRPC®
Industry experience
13 years
You have worked your tail off to establish yourself and are looking for some help with the growing complexity of your financial situation. You’ve probably had a few jobs by now, a few different retirement plans, and maybe you’re staring at a growing checking or savings account that you know you should do “something” with, but just aren’t sure where to start. Or, you’re still looking at student loan balances and wondering when they will ever be gone.
Traditional financial advice has exclusively catered to older people with large nest eggs to manage (read: bill), leaving younger people with water cooler advice and whatever Google suggests. Or, worse yet, they’ve had to get a financial plan from an insurance agent that just wants to sell them life insurance. Eek.
All of this is crazy to think about. Younger people make a tremendous amount of financial decisions that ultimately lay the foundation for the rest of their financial lives, and yet they won’t see the impact of most of their decisions for decades. Marriage, family, moving, buying cars, new jobs, retirement plan selections, and on and on. All of these decisions have financial impacts
I worked for large national firms that encouraged us to work with clients that had the most money. Over time, I found I wasn’t enjoying it as much as I enjoyed working with younger clients. I wanted to hear about new jobs, new houses, babies, etc. I found that I just really preferred to help younger clients make great financial decisions in alignment with what’s important to them and that’s why I started Meaningful Wealth Management LLC. My clients don’t think of their money as a balance, but rather what it can do for them. Maybe it’s a certain trip every year, or a certain trip every year when they stop working. Or, maybe it’s retiring earlier than their parents did. Perhaps it’s an addition to their home so Mom doesn’t ever have to be far away. Whatever it is, let’s build a financial plan to help you accomplish the goals that are meaningful to you.
It’s no accident most of my bio was spent talking about you! That’s what’s important, after all. But, since you’re here to check me out…I’m a CFP® practitioner, a Chartered Retirement Planning Counselor™, and a fee-only, fiduciary financial planner that specializes in Gen X and Gen Y. I also specialize in the employees of Merck and helping them make the most of their benefits. I leverage technology to meet clients wherever they are (at home in PJ’s is fine!) and use it to make their financial planning experience enjoyable. I’m a “dog person,” and I genuinely love financial planning. I look forward to meeting you!
Based on Meaningful Wealth Management LLC
$400+/month
300 Brookside Ave., Building 4, Ste. 125
Ambler, PA 19002
Pennsylvania
Meaningful Wealth Management LLC
2018 - Present (8 years)
Ameriprise Financial Services, Inc.
2014 - 2018 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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